Write event notes

Use Notes for internal context your team needs while planning the event. For example, you might record venue access instructions, a design decision to confirm, or the location of supplies that are already reserved.

Add or edit a note

1. Open the event and select Details.

2. Expand Notes.

3. Select the note preview or Event notes... placeholder.

4. Enter the information your team needs.

5. Use the editor controls to add emphasis, lists, a quotation, or a link when that makes the note clearer.

6. Wait for Saved, then select Save and Close to finish editing.

The editor opens inside the Notes section and saves changes automatically. Keep client-facing instructions in the fields described below instead of placing them in this internal note.

The saved text appears as a preview in the Notes section. Select the preview again when you need to revise it.

Check that your note is saved

The editor shows Not Saved while changes are waiting, Saving… while saving, and Saved after the save succeeds. You can select Save to save the current text without closing the editor. Save and Close saves before closing it.

If you see Couldn’t save. Retry, keep the editor open, check your connection, and select that message to try again. The draft remains in the open editor. Wait for Saved before refreshing, closing the browser tab, or switching devices.

Resolve conflicting edits

Another person or another open session can change the same note while you are editing. If the editor shows Conflict detected. Review changes, select it to open Review updated notes.

Compare Latest saved notes with Your draft. Then choose how to continue:

• Edit Combined version to include the text you want to keep from both versions, then select Save combined version. Review the combination yourself; it is not an automatic merge of both drafts.

• Select Use latest saved version to keep the saved version and discard your draft.

• Select Close to return without resolving the conflict yet.

After resolving the conflict, check the saved note again before leaving the page. The same save and conflict controls apply to the rich-text editors used for recipe notes and proposal notes.

The review dialog keeps the latest saved notes and your draft visible while you prepare the combined version below them.

Choose the right place for notes

Event notes are different from other text fields in FlowerBuddy:

• Payment schedule notes appear with the payment schedule in the Client Portal. FlowerBuddy warns that those notes are visible to anyone with the shareable link.

• Invoice notes and payment instructions appear in generated invoices.

• Contract sections contain agreement terms.

• Proposal text is part of the presentation shared with the client.

Do not rely on Notes to send information to a client. Put agreement terms in Contract, proposal content in Proposal, invoice instructions in Invoice Settings, and client-visible schedule context in the payment schedule notes.

Event edit access is required to change the note. A person with view access can read the saved note, but the editor is unavailable when they cannot edit the event.